Jose Cova is a financial advisor at Activest Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Activest Wealth Management since 2015 and at AXXETS Wealth Management USA LLC since 2026. Outside of his advisory role, he is a partner in Idelco Consulting Group, a firm that provides consulting services to small businesses. Activest Wealth Management serves individuals, including high-net-worth clients, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm offers discretionary portfolio management, sub-advisory and institutional consulting, and integrated financial planning, using a process that combines advisor-client interviews with an investment committee overseeing diverse model portfolios and leveraging external research and technology.

Jessica Delareza is a financial advisor with Global Wealth Management Investment Advisory, Inc. She holds Series 63 and Series 65 licenses and has 21 years of industry experience. Her prior roles include positions at Morgan Stanley, Madison Avenue Securities, Truist Investment Services, and Ladenburg Thalmann & Co. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients with discretionary asset management, financial planning, and educational workshops. The firm employs a value-oriented, long-term investment approach and offers tailored advice through interviews and questionnaires.

Joseph Cefalu is a financial advisor at Downtown Wealth Studios, LLC with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Bank of America and Merrill. Outside of his advisory role, he owns a sole proprietorship involving a rental property. Downtown Wealth Studios provides customized wealth management and financial planning primarily to individuals, families, trusts, estates, businesses, and endowments. The firm combines fundamental and technical analysis with a long-term investment approach and manages most accounts on a non-discretionary basis.

Christian Avila is a financial advisor with Global Wealth Management Investment Advisory, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining the firm, he worked at Global Wealth Management and has a background including roles at Stetson University and Archbishop McCarthy. He is also active as a wealth advisor and insurance agent with Global Wealth Retirement Planning, LLC. Global Wealth Management Investment Advisory, Inc. provides discretionary asset management, comprehensive financial planning, and educational workshops to individuals, charitable organizations, and businesses. The firm employs a value-oriented, primarily long-term investment approach with tactical and strategic asset allocation options.

Yesenia Realejo is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Tobias Financial Advisors since 2017 and previously spent two years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tobias Financial Advisors serves individuals, retirement plans, trusts, estates, corporations, and other entities with wealth management, investment management, financial planning, retirement plan advisory, and related tax-preparation and trustee services. The firm emphasizes long-term, globally diversified portfolios with discretionary management guided by Investment Policy Statements and uses AI-driven tools alongside human oversight in its investment process.

David Olsen is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Madison Avenue Securities, LLC and Northwestern Mutual, spanning over a decade in total. Global Wealth Management Investment Advisory, Inc. is an SEC-registered investment adviser serving individuals, charitable organizations, and business clients. The firm manages about $722.8 million in discretionary assets, offering discretionary asset management, holistic financial planning, and educational workshops through a primarily long-term, value-oriented investment approach.

Jose Finkelstein is a financial advisor with Activest Wealth Management, LLC, holding a Series 65 credential and five years of industry experience. He has previously worked at Futura Asset Advisors LLC, Insight Securities Inc., and Milleglory S.A. de CV. Outside of his advisory role, Finkelstein is an authorized member of Pupicko LLC, where he handles fee collection and tax filings. Activest Wealth Management serves individuals, high-net-worth clients, foundations, endowments, foreign investment advisers, and other institutional clients. The firm combines advisor-client interviews with an investment committee process to manage diversified portfolios and employs fundamental, quantitative, and risk-based analysis with a particular emphasis on international relationships and institutional assets.

Abraham Arce is a financial advisor with Fiori Financial Group in Fort Lauderdale, FL, holding a Series 66 designation and seven years of industry experience. He has worked at firms including Raymond James Financial Services Advisors and Alpha Insurance Advisors. Outside of advising, he is a part owner of an ice vending machine business, AC Ice Slingers, LLC. Fiori Financial Group is an SEC-registered investment adviser that provides discretionary portfolio management and pension consulting to individuals, retirement plans, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and charting analysis to build diversified portfolios and sponsors a bundled wrap-fee program with trade execution and custody relationships at Goldman Sachs and Charles Schwab.

Noah Hankin is a CFP® at Foundry Financial LLC in Fort Lauderdale, FL, with two years of industry experience. Prior to joining Foundry Financial, he worked at Palisades Hudson Financial Group and Hinds Financial Group. Outside of his advisory role, he owns and operates Fort Lobsterdale, offering private scuba diving and lobstering tours where he also teaches various levels of scuba diving classes. Foundry Financial provides discretionary investment management, financial planning, and pension consulting primarily to individuals, high-net-worth clients, and charitable organizations. The firm manages diversified portfolios using a range of investment approaches and serves approximately 184 clients with about $232.6 million in discretionary assets under management.

Dannit Chocron is a financial advisor at Activest Wealth Management, LLC with four years of industry experience. He holds the Series 65 designation and has worked at Activest since 2020. His prior experience includes roles at Norwegian Cruise Line Holdings, FlexFunds ETP, Nationwide Lending Direct, and the University of Miami. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm offers discretionary portfolio management, institutional consulting, and comprehensive financial planning, utilizing model portfolios managed through a combination of fundamental, quantitative, and risk-based analysis.

Brian Campanile is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has over 10 years of experience in the financial services industry, during which he has worked in various roles including Wealth Advisor at Schwab Wealth Advisory Inc. from 2020 to 2024, Relationship Manager at Charles Schwab from 2015 to 2020, and Plan Concierge at 401K Generation from 2013 to 2015. In his work, Brian focuses on creating customized financial plans tailored to the unique situations of the families he serves. He emphasizes collaboration and ensuring clients understand all aspects of their financial plans.

Daryl Bartkunsky is a financial advisor at Caleo Capital N.A. LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes operational and managerial roles at several non-investment businesses, such as a marketing agency and retail franchises. Bartkunsky also serves as a director and advisor in family office and partnership entities. Caleo Capital N.A. LLC provides portfolio management and financial planning services to individuals, families, nonprofits, and pension plans. The firm employs a tactical asset allocation strategy with mutual funds, ETFs, and alternative investments, incorporating ESG and tax considerations, and includes insurance and asset-protection planning in its service offerings.

Joseph Hardee is a financial advisor with Xcelsior Advisor Partners LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include ten years with Morgan Stanley Private Bank and 16 years with Morgan Stanley. He also serves as CEO of EXCELSIOR, a wealth advisory firm. Xcelsior Advisor Partners LLC is an SEC-registered advisory team of approximately 18 advisors managing over $650 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs fundamental analysis and modern portfolio theory, offering discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments.

Monica Chandra is a financial advisor at 3EDGE Asset Management, LP with 11 years of industry experience. She holds the Series 65 and Series 63 credentials. Outside of her advisory work, she serves as a board member for Leader ZInvest LLC, a venture firm making technology investments. 3EDGE Asset Management is a discretionary investment manager that serves separately managed account clients, sub-advises other investment advisers, and manages registered ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation approach combining quantitative research with investment committee judgment and implements strategies primarily through ETFs.

Thomas Cefalu is a financial advisor with Downtown Wealth Studios, LLC in Miami, FL. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Paycom, General Atlantic, AlphaSights, and Merrill Lynch. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm combines fundamental and technical analysis with a long-term investment approach, managing accounts primarily on a non-discretionary basis.

Charles Nesmith is a Certified Financial Planner® and Chartered Financial Analyst with 13 years of industry experience. He has worked at Tobias Financial Advisors since 2021, following roles at Berman Capital Advisors, Wealth Partners/Yovar Wealth Partners, and AXA Advisors. Nesmith holds Series 65 and Series 63 licenses. Tobias Financial Advisors is a fee-only firm serving individuals, retirement plans, trusts, estates, and business entities with wealth management, investment management, retirement plan advisory, financial planning, and family office services. The firm manages approximately $1.19 billion in assets through a nine-advisor team across six offices, focusing on globally diversified portfolios, tax-aware strategies, and the use of AI-assisted research and documentation.

Janessa Suarez is a financial advisor at Activest Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Oppenheimer & Co. Inc. before joining Activest Wealth Management in 2024. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other U.S. and international institutions. The firm offers discretionary portfolio management, institutional consulting, family office coordination, and integrated financial planning, utilizing a structured investment process supported by an investment committee and external research.

Devin Rountree is a financial advisor with Global Wealth Management Investment Advisory, Inc. in Fort Lauderdale, FL. He holds a Series 66 designation and has 17 years of industry experience, including positions at Merrill, Wells Fargo Clearing, and Bank of America. Global Wealth Management Investment Advisory, Inc. serves individuals, charitable organizations, and business clients, managing approximately $722.8 million in discretionary assets. The firm employs a value-oriented, primarily long-term investment approach and offers discretionary asset management through wrap-fee programs, holistic financial planning, and educational workshops.

Arianna Kaufman is a financial advisor at Activest Wealth Management, LLC with three years of industry experience. She holds the Series 66 designation and has worked previously at firms including Morgan Stanley and LarrainVial Securities US LLC. Activest Wealth Management serves individuals, foundations, endowments, foreign investment advisers, and other institutions by providing discretionary portfolio management, institutional consulting, and integrated financial planning. The firm uses a combination of advisor-client interviews and an investment committee to manage model portfolios across various strategies, emphasizing international relationships and a significant institutional assets‑under‑advisement practice.

David Miller is a financial advisor at Thayer Partners LLC with two years of industry experience. He holds a Series 65 designation and has operated his own accounting firm, David Miller CPA LLC, since 2017. His prior experience includes roles at Abcam LLC and Doug Murstein CPA LLC. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and other investment advisers. The firm employs a fundamentally driven, long-term investment approach and operates a multi-office advisor network serving various client types, including offshore investors.